Alphemita Financial Services
Alphemita Financial Services (CRD# 310957) is a financial advisory firm headquartered in , . They manage $5,748,861 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$205,316
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Donita Baze (CRD# 5374365) is an Investment Advisor Representative working at Alphemita Financial Services in Estes Park, CO and has over 8 years of experience in the finance industry. Donita Baze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.